Junior Financial Analyst / Financial Advisor Assistant

Location: Calgary AB

Employment Type: Full-Time

Compensation: Competitive salary based on experience

About the Role

We are looking for a motivated, detail-oriented Junior Financial Analyst / Financial Advisor Assistant to join our growing financial planning and investment practice. This is an excellent prospect for a recent graduate or an early-career professional who wants to build a long-term career in financial services.

The successful candidate will support the Financial Advisor with client service, financial analysis, research, investment administration, and day-to-day office operations while gaining valuable industry experience.

Key Responsibilities

- Assist with preparing financial plans and investment reviews.
- Conduct financial and investment research.
- Analyze client financial information and prepare reports.
- Prepare meeting materials and presentation packages.
- Maintain accurate client files and documentation.
- Coordinate client appointments and follow-up activities.
- Assist with account administration and paperwork.
- Communicate professionally with clients by phone and email.
- Maintain spreadsheets and internal databases.
- Perform general administrative duties to support the advisory practice.

Qualifications
- Bachelor's degree or diploma in Finance, Business, Economics, Accounting, or a related field (or currently completing one).




- Strong analytical and problem-solving skills.
- Excellent written and verbal communication.
- High attention to detail and accuracy.
- Strong organizational and time-management skills.
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
- Ability to work independently and as part of a team.
- Professional, ethical, and client-focused attitude.

Preferred Qualifications
- Interest in financial planning, investments, or wealth management.
- Experience with Microsoft Office and CRM software.
- Progress toward or interest in pursuing CFA, CFP, CSC, or other financial industry designations is considered an asset.

What We Offer
- Mentorship from an experienced Financial Advisor.
- Hands-on experience in investment management and financial planning.
- Opportunities for professional growth and career advancement.
- Support for industry education and professional development.
- Collaborative and professional work environment.

How to Apply Please submit your resume along with a brief cover letter explaining why you are interested in this opportunity and how your education and experience would make you a strong candidate.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Pay: $40,000.00-$60,000.00 per year

Benefits

- Casual dress
- Flexible schedule
- On-site parking
- Paid time off
- Work from home

Work Location: In person

📌 Junior Financial Analyst Advisor (Calgary)
🏢 Treff Wealth
📍 Calgary